Plan5500

WI Form 5500 retirement and benefit plan filings

State Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, WI has 5,307 loaded benefit plan(s) reported by 3,087 plan sponsor(s), with $269,299,215,950 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5,307
Plan sponsors
3,087
Latest filing year
2023

What stands out in WI

  • 5,307 loaded plans hold $269.3B in reported assets across 3,087 sponsors.
  • The largest, Advocate Aurora Health 401(K) Plan, holds 3% of reported WI plan assets.
  • Plans cover 4,469,539 participants — about 842 per plan.
  • 61% of loaded plans report full Schedule H/I financial statements.
  • 39% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$265.8BSummed across loaded plans$265,802,735,870
Total reported assets$269.3B$269,299,215,950
Total reported participants4.5M4,469,539
Total reported liabilities$2.8B$2,831,001,370

Reported net position

Reported assets = net assets + liabilities (summed)$269.3B total assets
Net assets$265.8BLiabilities$2.8B
Contributions & income
Employer contributions$9.1B
Participant contributions$7.8B
Total income / additions$55.3B
Expenses & distributions
Benefits paid / distributions$22.9B
Total expenses$23.6B
Net increase / (decrease)$31.8B

Data coverage

Plans with financial statements3,234 / 5,307 (61%)
Plans with provider compensation2,060 / 5,307 (39%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Cities by loaded plan count

Computed from loaded plans

WI market comparison

Largest plan share of assets3%Advocate Aurora Health 401(K) Plan
Participants per plan842Average across loaded plans
Plan sponsors3,087
Ranked by reported assets

Largest loaded WI plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Advocate Aurora Health 401(K) Plan$9.1B
    Advocate Aurora Health, Inc · Milwaukee · 2023
  2. 2
    Johnson Controls Inc. Savings And Investment Master Trust$6.6B
    Johnson Controls, Inc. · Milwaukee · 2023
  3. 3
    Johnson Controls Retirement Savings And Investment Plan$6.2B
    Johnson Controls, Inc. · Green Bay · 2023
  4. 4
    Fiserv 401(K) Savings Plan$4.8B
    Fiserv Solutions, LLC. · Milwaukee · 2023
  5. 5
    Kimberly-Clark Corporation 401(K) & Profit Sharing Plan$4.6B
    Kimberly-Clark Corporation · Neenah · 2023
  6. 6
    Rockwell Automation Inc Defined Contribution Master Trust$3.6B
    Rockwell Automation · Milwaukee · 2023
  7. 7
    Rockwell Automation Retirement Savings Plan$3.6B
    Rockwell Automation · Milwaukee · 2023
  8. 8
    Schreiber Foods, Inc. Employee Stock Ownership Plan$3.6B
    Schreiber Foods, Inc · Green Bay · 2023
  9. 9
    Wec Energy Group Master Trust$3.3B
    Wec Energy Group, Inc. · Milwaukee · 2023
  10. 10
    The Northwestern Mutual Employee Retirement Plan$3.3B
    Northwestern Mutual Life Ins.Co. · Milwaukee · 2023
  11. 11
    Building Trades United Pension Trust Fund Milwaukee And Vicinity$3.3B
    Building Trades United Pension Trust Fund · Elm Grove · 2023
  12. 12
    Marshfield Clinic Master Trust$3.1B
    Marshfield Clinic, Inc. · Marshfield · 2023
  13. 13
    The Northwestern Mutual Employee Savings Plan$2.7B
    Northwestern Mutual Life Ins. Co. · Milwaukee · 2023
  14. 14
    Gundersen Lutheran Employees' Retirement Plan$2.5B
    Gundersen Lutheran Administrative Services, Inc. · La Crosse · 2023
  15. 15
    The Medical College Of Wisconsin, Inc. Retirement Plan$2.3B
    The Medical College Of Wisconsin, Inc. · Milwaukee · 2023

Largest WI plans → · WI plans by participants → · WI plans with financial data → · WI plans with provider compensation → · $1B+ WI plans →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for WI?
5,307 plan(s) reported by 3,087 sponsor(s) are loaded for WI.

Related Form 5500 pages